This includes your Inflation Rate, Investment Return / Interest Rate, Projection Period or Study Length (Years), Fully Funded Balance (FFB) Calculation Method, Percent Funded Calculation Method, Unit of Time for Import/Export of Data, and Show Cents (.00) for Currency and can be referenced within any report using the report data tags of Inflation Rate = {{ inflation_rate }}, Investment Return / Interest Rate = {{ fp_[#]_interest_rate }}, Projection Period or Study Length (Years) = {{ analysis_length }}, and Fully Funded Balance (FFB) Calculation Method = {{ ffb_method }}, and Percent Funded Calculation Method = {{ ffb_timing }}
Step 1: Click Settings in the bottom left corner.
Step 2: Click Company Settings in the Settings menu
Step 3: Click Analysis Defaults in the Company Settings nav
Step 4: Update or Edit the Values for Any of the Analysis Defaults
Step 5: Click Save Changes button
Note: These are just the initial settings for each new Analysis. Once the new Analysis is created, you're able to change these settings for each Analysis giving you complete control.




